TCM

TD Capital Management Portfolio holdings

AUM $1.06B
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$6.01M
3
+$5.7M
4
VTV icon
Vanguard Value ETF
VTV
+$4.44M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.03M

Top Sells

1
+$10M
2
+$7.01M
3
+$6.08M
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$6.07M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$2.77M

Sector Composition

1 Consumer Discretionary 2.17%
2 Industrials 0.4%
3 Consumer Staples 0.32%
4 Materials 0.19%
5 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.01%
307
+1
102
$26K 0.01%
297
103
$25K 0.01%
263
104
$23K 0.01%
430
-1,554
105
$23K 0.01%
446
106
$22K 0.01%
1,254
+6
107
$22K 0.01%
810
108
$21K ﹤0.01%
330
109
$21K ﹤0.01%
323
+5
110
$20K ﹤0.01%
627
111
$20K ﹤0.01%
242
112
$19K ﹤0.01%
184
-66
113
$14K ﹤0.01%
252
114
$14K ﹤0.01%
513
115
$13K ﹤0.01%
158
+35
116
$13K ﹤0.01%
404
117
$12K ﹤0.01%
156
118
$11K ﹤0.01%
600
119
$10K ﹤0.01%
216
+1
120
$10K ﹤0.01%
676
-3,488
121
$9K ﹤0.01%
195
122
$8K ﹤0.01%
278
123
$8K ﹤0.01%
90
124
$7K ﹤0.01%
109
-339
125
$7K ﹤0.01%
546
3 4
5
6 7